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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Net worth calculator

Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Critical illness insurance calculator

Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Do you need life insurance if you’re wealthy?

Do you need life insurance if you’re wealthy?

Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
Dollar-cost averaging: Making investing automatic

Dollar-cost averaging: Making investing automatic

Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Inflation: What it means and how to protect yourself

Inflation: What it means and how to protect yourself

Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
Diversification: What is it and how can it help reduce your investment risk?

Diversification: What is it and how can it help reduce your investment risk?

There’s no predicting how well your investments will perform or how steady your returns will be. That’s why it’s important to diversify your portfolio.
How to make your money last for generations

How to make your money last for generations

If you want your money to last for generations, careful planning needs to be put in place. Keep your assets growing and protected from taxes, inflation and potential estate problems. Interested? Contact our office to discuss further.
Mortgage insurance vs. life insurance: What you need to know

Mortgage insurance vs. life insurance: What you need to know

Do you need mortgage insurance to protect your home? Or would life insurance do more for you? We can help you figure out what’s right for your unique situation. Call our office to set up an appointment.

604-392-8722
How to cope with financial stress

How to cope with financial stress

Are you worried about your money? Financial stress can affect your mental health. A psychologist and Sun Life advisor share how you can regain control over...
Retirement planning for business owners

Retirement planning for business owners

You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...
FHSA: Tax-Free First Home Savings Account

FHSA: Tax-Free First Home Savings Account

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Looking for a first home? There are more available savings options than ever

Looking for a first home? There are more available savings options than ever

Understanding the available options will allow you to build a home purchase strategy that turns your dream into a reality. Read on.
5 financial products you should own

5 financial products you should own

You don’t need to be born with a silver spoon in your mouth to build wealth. With the right products, you can grow and protect a healthy nest egg.
10 ways on how to beat inflation

10 ways on how to beat inflation

What are some ways I can beat inflation? Here are some tips to lower your stress level when inflation is sky-high. Read more on sunlife.ca!
Inflation: What it means and how to protect yourself

Inflation: What it means and how to protect yourself

Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
How to build your emergency fund

How to build your emergency fund

You might not be able to predict a financial emergency, but you can prepare for one. Here’s how you can be ready for life’s surprises.
Tax credits and deductions for Canadians to consider - BNN Bloomberg

Tax credits and deductions for Canadians to consider - BNN Bloomberg

Canadians are gathering their T4s and receipts as tax slips arrive and the May 1 deadline approaches, but many people may not know what credits and deductions...
6 really useful things you can do with your TFSA

6 really useful things you can do with your TFSA

A tax-free savings account (TFSA) is a lot more versatile than you might realize. Here are a few things you might not know you could do with a TFSA.
Are you ready for retirement? (checklist)

Are you ready for retirement? (checklist)

How will you know if you’re ready to retire? Start your research with a free retirement checklist....

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.